The MCSR Method
towards investment quality in 5 steps.
1. Management quality
We help you find the best investments to earn money and make a positive impact on the world.
We highlight the summary of good investment practices:
The financial approach
We use modern financial analysis techniques to optimise earnings and financial risks.
ESG analysis
We created an ESG factor analysis model to assess the quality of sustainability risk management.
Ethical finance
Inspired by ethical finance, we assess the culture and transparency of managers and select impact investments.
Positive Finance: combining the three approaches
2. Culture and processes
We are looking for a strong sustainability matrix
We apply around 200 criteria to understand the management philosophy and impacts sought by funds.
At the level of the Financial Group
Public commitments and voluntary memberships, UNPRI, Global Compact...
Alliances in the academic, research and non-profit worlds.
At the level of Society management
Good governance practices, Ethics Committee, internal impact plans and targets.
At the level of each fund
What specific financial and non-financial objectives are you pursuing?
From the organisation comes the positive impact plan
We measure the desired effects on the environment, Society and good governance.
3. Rewarding transparency
Quite different from green-washing, management transparency is substance.
We observe how clear and transparent Society is in describing company policies, selection criteria and results.
What degree of openness does it show towards the civil Society ?
What is the Group's vision and culture of openness? Advisory boards, social budgets, impact assessments: how ready is Society to share its work with Society and investors?
What commitments have you made to reform your practices?
From engagement policy to transformation of business practices: opening up to sustainability issues changes relationships with employees and shareholders.
4. Optimal financial results
Performance with Robo4Advisor analysis by MC Advisory
53 000 funds are analysed every day to identify the best opportunities.
We seek returns
Analysis of benchmarks and market phases guides our search for performing assets.
We monitor risks
Downside risk, volatility, CVAR models...
Technical solutions for choosing when to take risks.
Selecting continuity
In order to invest with peace of mind, we indicate the investments with the best continuity of results.
5. Simple syntheses
To read our analysis, you need to count to 5.
All our charts are based on simple indicators, because quality is simplicity.